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Find Retirement Planners for Retirement Planning in Colorado

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Colorado, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Colorado

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Adam Brunin

Navigation Wealth Management

3500 JFK Parkway
Suite 300

Fort Collins, CO 80525
(970) 6721236

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Ben Briggs

Creative Planning

100 Fillmore St. Offices 523/527

Denver, CO 80206
(303) 3490365

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Colleen Maldonado

Creative Planning

100 Fillmore St. Offices 523/527

Denver, CO 80206
(720) 6013078

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Jason Dohrman

Creative Planning

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Highlands Ranch, CO 80129
(720) 6071334

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John Baker

Creative Planning

100 Fillmore St. Offices 523/527

Denver, CO 80206
(720) 2020952

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Justin Hawksley

Creative Planning

100 Fillmore St. Offices 523/527

Denver, CO 80206
(303) 7204403

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Mike Rabbitt

Creative Planning

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Highlands Ranch, CO 80126
(303) 9455279

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Ryan Kaszycki

Creative Planning

100 Fillmore St. Offices 523/527

Denver, CO 80206
(303) 5987809

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Stephen Gordon

Cornerstone Asset Management

One DTC 5251 DTC Parkway
Suite 990

Greenwood Village, CO 80111
(303) 7792524

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Gary Mills

Edelman Financial Engines, LLC

10012 Commons Street
Suite 108

Lone Tree, CO 80124
(303) 7994565

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Adam J. Strickman, CFP®, CRPC®, APMA®

Ethos Financial Partners

9351 Grant St.
Suite 300

Thornton, CO 80229
(303) 2529777

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Patrick Lynch

Patrick Lynch Financial

1870 W. 122nd Ave
Suite 400

Westminster, CO 80234
(303) 2189957

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Derek Eichenwald

Triumph Capital Management

1610 Wynkoop Street
Suite 550

Denver, CO 80202
(720) 5989252

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Mark Starosciak | CERTIFIED FINANCIAL PLANNER

Infinium Investment Advisors, LLC

50 South Steele Street #830

Denver, CO 80209
(720) 2531818

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Mark W Thompson AIF®, RICP®

Wealth Partners, Inc.

6312 South Fiddlers Green Circle
Suite 300E

Greenwood Village, CO 80111
(303) 7907443

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Claire Mork

Edelman Financial Engines, LLC

1885 W. 120th Avenue
Suite 800

Westminster, CO 80234
(303) 2800626

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Wendy Martinez

Edelman Financial Engines, LLC

1635 Foxtrail Drive
Suite 125

Loveland, CO 80538
(303) 2800626

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Don Leander, CFP®

Financial Planning Strategies

6645 Delmonico Blvd.
Suite 101

Colorado Springs, CO 80919
(719) 2665335

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Reuben J. Brauer, CFP®

Callahan Financial Planning Company

6500 S Quebec St Ste 300

Centennial, CO 80111
(303) 2227100

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Asbury Wealth Partners

Paul O'Hara & Jeffrey S. Markewich

6385 Corporate Drive
Suite 205

Colorado Springs, CO 80919
(719) 5316276

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Clay Ernst

Edelman Financial Engines, LLC

8610 Explorer Drive Suite 120

Colorado Springs, CO 80920
(719) 5946800

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Jack Venable, CFP®, ChFC®, CASL®, CLU®, APMA®

Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc.

9351 Grant St
Suite 300

Thornton, CO 80229
(303) 2529777

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Andy Lyford

Charlton Investment Services, Inc.

1231 S. Parker Rd Suite 104

Denver, CO 80231
(303) 6328692

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Personal Capital

Personal Capital Advisors Corporation

1099 18th Street
Suite 2400

Denver, CO 80222
(650) 5561310

List of Additional Retirement Planners in Colorado*

* Additional advisor listing is provided in partnership with Yext

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Darren Levinthal - Ameriprise Financial Services, LLC

8700 Turnpike Dr
Ste 480

Westminster, CO 80031
3034301010

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Barnai Asset Management, LLC

2890 18th Street

Boulder, CO 80304
3036011410

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Barbara Davidman - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
7204882411

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Stewart Stothoff - Ameriprise Financial Services, LLC

1881 9th St
Ste 302

Boulder, CO 80302
7205659856

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Arthur Segall - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
7204882361

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Brian Lindsey - Morgan Stanley

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
7194753637

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Anchor Insurance

4601 Eagleridge Place
#120

Pueblo, CO 81008
7192253805

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Aggregate Wealth Management

1660 South Albion Street
Suite 223

Denver, CO 80222
3033005043

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Bradford A Gann - Ameriprise Financial Services, LLC

2438 Research Pkwy
Ste 105

Colorado Springs, CO 80920
7193281050

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Scott M Hauser - Ameriprise Financial Services, LLC

2438 Research Pkwy
Ste 105

Colorado Springs, CO 80920
7193281050

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Whitney W Grimm - Ameriprise Financial Services, LLC

5690 Dtc Blvd
Ste 500W

Greenwood Village, CO 80111
3032216416

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Alie Olsen - Ameriprise Financial Services, LLC

260 N Josephine St
Ste 200

Denver, CO 80206
3036897450

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Accrue Financial Services

1430 Larimer Street
Suite 203

Denver, CO 80202
3039066073

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Matthew Monks - Ameriprise Financial Services, LLC

9351 Grant St
Ste 300

Thornton, CO 80229
3032529777

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Anthony Baldassari - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035724016

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Animas Capital Management, LTD

1485 Florida Road
Suite C202

Durango, CO 81301
9703852555

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Brendan Hill - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035724825

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Angie Leach Pizzichini - Morgan Stanley

3033 East 1st Avenue
Suite 820

Denver, CO 80206
3033165110

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Ann Ries - Morgan Stanley

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
7195776333

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Blanchard Wealth Management

440 Indiana Street

Golden, CO 80401
8003563164

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Adam Goble - Morgan Stanley

6125 Sky Pond Drive

Loveland, CO 80538
9707765512

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Bill Bowman Jr. - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
7205626208

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Scott Koplar - Ameriprise Financial Services, LLC

1881 9th St
Ste 302

Boulder, CO 80302
3032452009

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Sindrich & Associates

1490 S Pearl Street

Denver, CO 80210
3037448899

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Aton Advisors

3039575685

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Elevations Credit Union

4750 West 120th Avenue
Unit 700

Westminster, CO 80031
3034434672

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Mortgage Solutions Financial Estes Park

501 Saint Vrain Ln
Ste 101

Estes Park, CO 80517
9705779200

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Allstate Personal Financial Representative: Jeff Martin

19501 E Parker Square Dr

Parker, CO 80134
7203132056

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Aegis Financial Partners

1510 28th Street
Suite 100

Boulder, CO 80303
3037939350

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Ascent Financial Strategies LLC

2150 Hollow Brook Drive
Suite 210

Colorado Springs, CO 80918
7195329960

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Bedford Wealth Advisors

7850 Edelweiss Court

Boulder, CO 80303
3034998800

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Bret A. Roberts - Morgan Stanley

3033 East 1st Avenue
Suite 820

Denver, CO 80206
3033165109

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Elliott, Wenaas, Zepelin & Associates - Ameriprise Financial Services, LLC

8181 E Tufts Ave
Ste 520

Denver, CO 80237
3034071250

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Escalade Financial Partners - Ameriprise Financial Services, LLC

19751 E Mainstreet
Ste R12

Parker, CO 80138
3038411763

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Aaron Thurston - Ameriprise Financial Services, LLC

1710 Jet Stream Dr
Ste 205

Colorado Springs, CO 80921
7195997431

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Dodds Wealth Management Group

1155 Kelly Johnson Blvd
#130

Colorado Springs, CO 80920
7192609200

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Eric Swope - Ameriprise Financial Services, LLC

260 N Josephine St
Ste 200

Denver, CO 80206
3032222609

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Huff Insurance & Financial Services

32186 Castle Ct
210

Evergreen, CO 80439
3036745144

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Arthur H Harter - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
3039259646

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Dave Strand - Ameriprise Financial Services, LLC

4440 Arapahoe Ave
Ste 120

Boulder, CO 80303
3034420123

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Agora Wealth Management

1425 North Union Boulevard

Colorado Springs, CO 80909
7192720203

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Lisa Forbes - Ameriprise Financial Services, LLC

5755 Mark Dabling Blvd
Ste 370

Colorado Springs, CO 80919
7195989442

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Bruce DiBiase - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035724824

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Andrew J Burwell - Morgan Stanley

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
7195776317

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Kimberly Maez - Ameriprise Financial Services, LLC

16 Inverness Pl E
Bldg B

Englewood, CO 80112
3034071275

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Stephen Baker - Ameriprise Financial Services, LLC

8181 E Tufts Ave
Ste 520

Denver, CO 80237
3034071250

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Zoe Whitmore - Ameriprise Financial Services, LLC

1881 9th St
Ste 302

Boulder, CO 80302
3032452015

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Eric D Durnell - Ameriprise Financial Services, LLC

16 Inverness Pl E
Bldg B

Englewood, CO 80112
7202661017

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Jenne Trembley - Ameriprise Financial Services, LLC

9351 Grant St
Ste 300

Thornton, CO 80229
3032529777

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Todd Doleshal - Ameriprise Financial Services, LLC

9351 Grant St
Ste 300

Thornton, CO 80229
3032529777

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Chris Unfug - Ameriprise Financial Services, LLC

743 Horizon Ct
Ste 302

Grand Junction, CO 81506
9702439928

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Brian Orinick - Ameriprise Financial Services, LLC

7979 E Tufts Ave
Ste 715

Denver, CO 80237
3032222603

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Andrew Askin - Ameriprise Financial Services, LLC

9351 Grant St
Ste 300

Thornton, CO 80229
3032529777

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Nicole May - Ameriprise Financial Services, LLC

260 N Josephine St
Ste 200

Denver, CO 80206
3036897480

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Erica Hinrichs - Ameriprise Financial Services, LLC

8700 Turnpike Dr
Ste 480

Westminster, CO 80031
3034301010

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Terry Bevan - Ameriprise Financial Services, LLC

16 Inverness Pl E
Bldg B

Englewood, CO 80112
3034071275

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Damian Walsh - Ameriprise Financial Services, LLC

640 Plaza Dr
Ste 330

Highlands Ranch, CO 80129
3034250904

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Ryan Murphy - Ameriprise Financial Services, LLC

7979 E Tufts Ave
Ste 715

Denver, CO 80237
3036897441

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Bob Bastiaans - Ameriprise Financial Services, LLC

7979 E Tufts Ave
Ste 825

Denver, CO 80237
3036897424

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Cheryl Nelson Boyd - Ameriprise Financial Services, LLC

16 Inverness Pl E
Bldg B

Englewood, CO 80112
3034071275

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Bryan Sanson - Ameriprise Financial Services, LLC

2438 Research Pkwy
Ste 105

Colorado Springs, CO 80920
7193281050

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Erie Highlands - Oakwood Homes - Overlook Collection

56 Pear Lake Ct

Erie, CO 80516
3034868843

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Oakwood Homes Design Center

18655 Green Valley Ranch Blvd

Denver, CO 80249
3034868600

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Reunion - Oakwood Homes - Meridian Collection

17899 E 107th Pl

Commerce City, CO 80022
3034868841

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Adonea - Oakwood Homes - Park House

176 S New Castle Way

Aurora, CO 80018
3034868634

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Thompson River Ranch - Oakwood Homes - Park House

3663 Driftwood Dr

Johnstown, CO 80534
9703478345

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Jeanette Cox - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
3039259731

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Rocky Mountain Wealth Management

2505 Walnut Street
2nd Floor

Boulder, CO 80302
3034444415

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Centennial Capital Partners

13984 W. Bowles Ave.
Suite 200

Littleton, CO 80127
8665111281

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Parr and Strand - Ameriprise Financial Services, LLC

4440 Arapahoe Ave
Ste 120

Boulder, CO 80303
3034420123

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Fidelity Mortgage - Grand Junction

700 Belford Avenue
# 300

Grand Junction, CO 81501
9702427000

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Panorama Consulting Group

5975 S. Quebec St
Suite 207

Greenwood Village, CO 80111
7205151377

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Altitude Financial Planning

1880 Office Club Point
203

Colorado Springs, CO 80920
7194815898

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Andrew Scripter, SWBC Mortgage, NMLS #404639, LMB #100048574

2240 N Clay St.
Unit 102

Denver, CO 80211
3038750542

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Heritage Capital Concepts

5555 Erindale Dr
Suite 100

Colorado Springs, CO 80918
7195701420

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Dodds Wealth Management

385 Inverness Parkway
#105

Englewood, CO 80112
3035393900

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Goosehead Insurance - Patricia Reimann

1615 Platte St

Denver, CO 80202
3038502659

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Goosehead Insurance - Shelby Edwards

10200 W 44th Ave

Wheat Ridge, CO 80033
3035700136

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Goosehead Insurance - Brian Heraty

7535 East Hampden Avenue
Suite 400

Denver, CO 80231
7205991883

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Shannon Ross - Morgan Stanley

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
7194753638

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Fairway Villas - Oakwood Homes

20391 E 53rd Dr

Denver, CO 80249
3034868713

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Banning Lewis Ranch - Oakwood Homes - Carriage House

6782 John Muir Trail

Colorado Springs, CO 80908
7193805091

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The Retreat - Banning Lewis Ranch

8739 Tranquil Knoll Ln

Colorado Springs, CO 80908
7193805092

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Thrivent Financial

2060 Briargate Pkwy
120

Colorado Springs, CO 80920
7195315900

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Morgan Stanley

115 E. Riverwalk
3rd Floor

Pueblo, CO 81003
7195456630

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Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035724000

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Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
7205626200

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Adonea - Oakwood Homes - Carriage House

181 South Oak Hill St

Aurora, CO 80018
3034868701

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Oakwood Homes - Support Center

4908 Tower Rd

Denver, CO 80249
3034868500

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Banning Lewis Ranch - The Enclave - Oakwood Homes

9322 Dome Run Ct

Colorado Springs, CO 80927
7193805083

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Briarwood Bungalows at Banning Lewis Ranch - Oakwood Homes

6490 Golden Briar Ln

Colorado Springs, CO 80927
7193805087

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Banning Lewis Ranch - Oakwood Homes - Horizon Collection

8811 Tranquil Knoll Ln

Colorado Springs, CO 80927
7193805082

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Reunion - Oakwood Homes - Carriage House

10519 Truckee St

Commerce City, CO 80022
3034868840

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Reunion - Oakwood Homes - Horizon Collection

17596 E 103rd Ave

Commerce City, CO 80022
3034868566

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Lisa Lynn - Ameriprise Financial Services, LLC

2629 Redwing Rd
Ste 310

Fort Collins, CO 80526
9702060320

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Jimmy Oldham - Ameriprise Financial Services, LLC

8181 E Tufts Ave
Ste 520

Denver, CO 80237
3034071250

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Paul Cucci - Ameriprise Financial Services, LLC

7979 E Tufts Ave
Ste 715

Denver, CO 80237
3036897460

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Kristen Wenaas - Ameriprise Financial Services, LLC

8181 E Tufts Ave
Ste 520

Denver, CO 80237
3034071250

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Paul G Kropatsch - Ameriprise Financial Services, LLC

1745 Shea Center Dr
Ste 400

Highlands Ranch, CO 80129
3036589232

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Wayne Verity - Ameriprise Financial Services, LLC

9351 Grant St
Ste 300

Thornton, CO 80229
3032529777

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Roberta Daugherty - Ameriprise Financial Services, LLC

1910 Vindicator Dr
Ste 104

Colorado Springs, CO 80919
7195285882

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Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
7204882300

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Tamara K Fontenot - Ameriprise Financial Services, LLC

5607 Yukon St

Arvada, CO 80002
3032273600

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Mike Malarney - Ameriprise Financial Services, LLC

7979 E Tufts Ave
Ste 715

Denver, CO 80237
3036897437

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Morgan Stanley

6125 Sky Pond Drive

Loveland, CO 80538
9707765501

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Lee Davis - Ameriprise Financial Services, LLC

7979 E Tufts Ave
Ste 715

Denver, CO 80237
3036913827

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Morgan Stanley

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
7196331793

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Jeremy Davis - Ameriprise Financial Services, LLC

7979 E Tufts Ave
Ste 715

Denver, CO 80237
3036913827

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Brad Hensley - Ameriprise Financial Services, LLC

102 S Union Ave
Ste 101

Pueblo, CO 81003
7195451831

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Daniel Schultz - Ameriprise Financial Services, LLC

1881 9th St
Ste 302

Boulder, CO 80302
7205656117

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Dean Obenauer - Ameriprise Financial Services, LLC

7979 E Tufts Ave
Ste 715

Denver, CO 80237
3036897440

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Morgan Stanley

3033 East 1st Avenue
Suite 820

Denver, CO 80206
3033165100

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Larry Hubbard - Ameriprise Financial Services, LLC

1711 61st Ave
Ste 200

Greeley, CO 80634
9705735500

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Andrea Shortino - Ameriprise Financial Services, LLC

16 Inverness Pl E
Bldg B

Englewood, CO 80112
7202661010

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Summit Wealth Advisors, Inc. 

610 Main Street
Suite 15

Frisco, CO 80443
9704688800

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Fassi Financial

125 South Howes Street
Suite 910

Fort Collins, CO 80521
9704160088

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Townsend

4600 S. Syracuse St.
Floor 9

Denver, CO 80237
3034525986

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Jones Mertsching CPAs

32186 Castle Ct
220

Evergreen, CO 80439
3034809090

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Dechtman Wealth Management

7807 E. Peakview Ave
#410

Centennial, CO 80111
3037419772

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NorthPointe Investment Partners, LLC

5750 S. Ulster Cir. E
Ste: 300

Greenwood Village, CO 80111
7206700076

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Spire Investment Partners

101 North Cascade Avenue
Suite 320

Colorado Springs, CO 80903
7192283630

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John N Gardner - Morgan Stanley

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
7195776338

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Retirement Planning Center of the Rockies

750 W Eisenhower Blvd
Suite 300

Loveland, CO 80537
9706633211

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Lane Strategies

6855 South Havana
#270

Centennial, CO 80112
3037688135

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Margaret English

6820 West Princeton Avenue

Denver, CO 80235
3037930605

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Western Wealth Management

277 East 3rd Avenue
#A

Durango, CO 81301
9704225200

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Financial Planning Strategies, Don Leander, CFP

6645 Delmonico Blvd.
Suite 101

Colorado Springs, CO 80919
7192665335

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NOW CFO

1999 Broadway
Suite 1100

Denver, CO 80202
8778840232

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Summit Wealth Strategies, LLC

425 South Cherry Street
Suite 720

Denver, CO 80246
3039548141

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Wilson & Klenovich Financial Planning

4456 S Whispering Circle

Colorado Springs, CO 80917
7195504150

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Doleman Wealth Management LLC

621 17th Street
Suite 1425

Denver, CO 80293
7202832121

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Integrated Wealth Strategies, Inc.

6658 Gunpark Drive
Suite 101

Boulder, CO 80301
3039277201

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Stroup Financial Strategies, LLC

500 N Circle Dr.
# 207

Colorado Springs, CO 80909
7196365166

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Solid Money Solutions

4610 South Ulster Street
Suite 150

Denver, CO 80237
3038625200

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Townsend

2761 West 120th Ave
Suite 200

Westminster, CO 80234
3034525986

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Global Wealth Management Group

3801 East Florida Ave
Suite 400

Denver, CO 80210
3037475688

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Jochems Financial Services 

3032505668

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Targeted Wealth Solutions

3038008179

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Harris Tax & Wealth Management, PC

7112 W Jefferson Avenue
Suite 107

Lakewood, CO 80235
3039857654

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Front Range Wealth Management 

6000 Greenwood Plaza Boulevard
Suite 100

Greenwood Village, CO 80111
3035156490

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Mountain West Retirement, LLC

10730 East Bethany Drive
Suite 155

Aurora, CO 80014
3035001255

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Tim Soderquist - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
7204882325

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Mitch Ryan - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035724083

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Cronkhite Wealth Strategies

1720 Jet Stream Drive
Suite 210

Colorado Springs, CO 80921
7192661267

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Mark D. Arlen & Associates

8055 E Tufts Ave
Ste 1400

Denver, CO 80237
3037939377

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Golden Wealth Solutions, Inc

165 S. Union Blvd.
Suite #500B

Lakewood, CO 80228
3034561913

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CORE Financial

2120 Milestone Dr
Unit 101

Fort Collins, CO 80525
9702262744

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Southwest Financial & Retirement Services

999 18th Street
Suite 1230 - South Tower

Denver, CO 80202
3039338844

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G5 Financial Group, Robert Bachman

5445 DTC Parkway
Suite 825

Greenwood Village, CO 80112
7207638127

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Stephen L Stribling - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3039259730

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Dana Albright - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
7205626233

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Pilkington Financial Services

226 South 2nd Street

Sterling, CO 80751
9705226836

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Tanya Merchant - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035724087

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Mont Wealth Financial Advisors

1755 Telstar Dr.
Suite 300

Colorado Springs, CO 80920
7193023004

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Campbell & Associates

1420 Cherryvale Road

Boulder, CO 80303
3034403556

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The Beacon Group of Boulder - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
7205626233

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Jeffrey H Peterson - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035724828

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Neil Kavo - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
5616501506

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Scott Shadid - Morgan Stanley

940 Main Ave

Durango, CO 81301
9703857125

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Catherine Coleman - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035724085

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Kevin Kopp - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
3039259635

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John C Baker - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
3039259614

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Douglas R Bonnie - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035724844

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Harold B Heuer - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035724849

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Jon Greenfield - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035724877

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Jerry R Reiff - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
3039259616

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Mary C Wright - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
7205626225

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Peter R Mangold - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035724860

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Edward May - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
7204882417

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Paladin Wealth Management, LLC

946 Koss Street

Erie, CO 80516
3033932406

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Integrated Investment Group, Inc.

6400 S Fiddlers Green Circle
# 600

Greenwood Village, CO 80111
3036901927

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Budding Equity Management

1660 S. Albion St.
Ste 321

Denver, CO 80222
3038488312

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Ric Martin - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
7204882400

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Max Bull - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035952105

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Michelle Conrardy - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
3039259622

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Gary H Perl - Morgan Stanley

6125 Sky Pond Drive

Loveland, CO 80538
9707765507

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Michael Stone - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
7204882345

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Christian Hiles - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035724072

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Thomas Helms - Morgan Stanley

940 Main Ave

Durango, CO 81301
9703857124

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Shelley Ford - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3039259734

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Carol Bowman - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
7205626222

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Craig Eliot Cisney - Morgan Stanley

115 E Riverwalk
3rd Floor

Pueblo, CO 81003
7192881305

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The Baseline Group - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
7205626216

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Skylar Schofield - Morgan Stanley

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
7195776315

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Team Behnfield and Guidi - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
7205626200

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Headway Financial Solutions, LLC

7205515508

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Michael D Edwards - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
3039259606

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Taylor J Young - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
3039259708

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Conor McCallin - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035724821

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Jeff Mohrmann - Morgan Stanley

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
7195776339

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THE PERL GROUP - Morgan Stanley

6125 Sky Pond Drive

Loveland, CO 80538
9707765507

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Shawn Fowler - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3034463306

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Michael J Hood - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
3039259648

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Thomas Pechota - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
7205626219

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Linda S Kalat - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
3039259644

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Nicholas Ryan Jones - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
7204882336

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David Tonk - Morgan Stanley

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
7194753636

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Spruce Financial

2470 Patterson Road
Unit 5 Suite 1

Grand Junction, CO 81505
7202891736

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Scott Monroe Perry - Morgan Stanley

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
7195776306

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The BlueWater Group - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
7205626205

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Spence Cassidy Wealth Partners

1430 Larimer Street
Suite 203

Denver, CO 80202
9286000401

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Integrated Benefits Inc.

9709750280

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QCL Financial

1055 3280 28th St

Boulder, CO 80301
7193538845

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Snowball Wealth Management

315 W South Boulder Rd
Ste 207

Louisville, CO 80027
3036666292

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Dala Financial Services

2720 Tartan Lane

Colorado Springs, CO 80920
7199633674

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Oxford Financial Planners

835 Second Ave
Suite 323

Durango, CO 81301
9703751291

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Saddle River Capital Management

1011 South Valentia Street
Suite 138

Denver, CO 80247
3039233371

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Scott Winter - Morgan Stanley

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
7195776322

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Bull & Bear Financial Outfitters

11351 Main Range Trail

Littleton, CO 80127
3032151313

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Become The Banker

6860 S. Yosemite CT.
#2000

Centennial, CO 80112
3037796600

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Ryan Halvorson - Morgan Stanley

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
7194753644

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Michael V Brown - Morgan Stanley

3033 East 1st Avenue
Suite 820

Denver, CO 80206
3033165116

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Chris Dietz - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035724831

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The Bowman Group - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
7205626208

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Carter K Dammen - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035724061

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Helms Shadid Group - Morgan Stanley

940 Main Ave

Durango, CO 81301
9702590937

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Daniel Winckler - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
7204882303

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Judith Constantine - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035724838

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Tedstrom Wealth Advisors

1999 Broadway
Suite 1415

Denver, CO 80202
3039966514

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Beneficent Long Term Care VA & Medicaid Education

665 Southpointe Ct
100

Colorado Springs, CO 80906
7196458350

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Mosaic Retirement Planning, LLC

7200 S Alton Way
Suite B290

Centennial, CO 80112
7206174400

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The Financial Retirement Group

8774 Yates Drive
Suite 130

Westminster, CO 80031
3039969898

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Molly Schriber-Cushing - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
3039259686

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John T Skalet - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
7204882381

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Noel Todd Wickwar - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035952040

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David A Wienecke - Morgan Stanley

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
7195776309

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Madison A. Carter - Morgan Stanley

3033 East 1st Avenue
Suite 820

Denver, CO 80206
3033165169

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Mona Lara - Thrivent Financial

2060 Briargate Pkwy
120

Colorado Springs, CO 80920
7198964205

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Gregory L. Smith - Morgan Stanley

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
7195776335

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Triumph Capital Management

1610 Wynkoop Street
Suite 550

Denver, CO 80202
7203995555

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Erickson Financial

155 East Boardwalk Drive
Suite 300

Fort Collins, CO 80525
9702262541

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Heirloom Wealth Management

385 Inverness Parkway
Suite 390

Englewood, CO 80112
7203282877

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Carla Scanniello McConnell - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035724820

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Chris P Eissinger - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
3035451815

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Steven S Murray - Morgan Stanley

3033 East 1st Avenue
Suite 820

Denver, CO 80206
3033165128

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Cornerstone Financial Strategies

2324 23rd Avenue

Greeley, CO 80634
9705903971

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Happy Valley Capital

30752 Southview Drive
Suite 100

Evergreen, CO 80439
3036745558

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Executive Wealth Planning

5619 DTC Parkway
Suite 1050

Denver, CO 80111
7203543858

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The Coleman Merchant Group - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035724085

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Harry Jewett - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
3039259608

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The Timberline Group, LLC

16748 East Smoky Hill Road
#320

Centennial, CO 80015
3036804240

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Core Values Investment Management

9085 East Mineral Circle
Suite 270

Centennial, CO 80112
3037925373

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Yampa Valley Insurance Agency

502 Buena Vista Court

Steamboat Springs, CO 80487
9703674371

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Lighthouse Advisors, LLC

8181 Arista Place
Suite 100

Broomfield, CO 80021
8585831676

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The Zabarsky Group

362 Detroit Street
Suite B

Denver, CO 80206
5163743946

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John Hogan - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035724015

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Catalyst Retirement Advisors

7900 East Union Avenue
#120

Denver, CO 80237
3036177270

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JW Lerew Company

2260 South Xanadu Way
Suite 265

Aurora, CO 80014
3037450438

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Platinum Financial Solutions, LLC

3033 S Parker Rd
Suite 730

Aurora, CO 80014
7209960186

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Christopher Toney - Morgan Stanley

3033 East 1st Avenue
Suite 820

Denver, CO 80206
3033165121

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Wealthnet Investments, LLC

9800 Mount Pyramid Court
Suite 400

Englewood, CO 80112
3038951395

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Joseph S. Sturniolo & Associates, Inc.

7535 East Hampden Avenue
Suite 501

Denver, CO 80231
3036954363

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Tara S Lusche - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
3039259623

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Joseph Vander Linde

3003 East Harmony Rd
Suite 110

Fort Collins, CO 80528
9702667520

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John Buchanan - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035724857

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Elevated Wealth Strategies

2150 West 29th Avenue
Suite 520

Denver, CO 80211
3039009102

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Lauber Financial

8055 East Tufts Avenue
Suite 1400

Denver, CO 80237
3173726292

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Altius Financial

1777 S. Harrison Street
Suite 810

Denver, CO 80210
3035849271

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Schuyler Everett Grey III - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035952045

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John K Tucker - Morgan Stanley

115 E Riverwalk
3rd Floor

Pueblo, CO 81003
7192881302

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David B Kraatz - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
3039259645

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Gregory W Kennedy - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
3039259615

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Nicholas William Lombardi - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
3039259610

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The Pikes Peak Group - Morgan Stanley

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
7196331793

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John Mulstay - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035952031

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Neil Lubar - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
7205626252

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Lawrie Boyd - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
7205626209

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Zach Leonard - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
7204882407

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David Bauer - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035724001

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The Hauer Group - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
7204882406

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The Welley/Givens Group - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
7205626200

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The Harter Breen Group - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
3039259646

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James Henkel - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035724822

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Russ W Petrin - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
3039259607

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Ray Langel - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035724876

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Gary W Edgar - Morgan Stanley

6125 Sky Pond Drive

Loveland, CO 80538
9707765513

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George Michael Belme - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
7204882332

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James M Olson - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
3035451819

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Jason Chieh Chao - Morgan Stanley

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
7195776310

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Kevin J Goldin - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
3039259712

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Fred Spoliansky - Morgan Stanley

6125 Sky Pond Drive

Loveland, CO 80538
9707765517

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Michael A Markovich - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
3039259633

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Craig G Zeller - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035724048

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Donna Dieters - Morgan Stanley

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
7194753629

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Christopher S Schofield - Morgan Stanley

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
7195776329

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Martin Agebrand - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
7204882362

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The Inverness Group - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
3039259695

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Jim Gorman - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
7204882401

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Marcia Bonnet - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
3076737916

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Jordan Michael Curry - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035724866

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Nic Breen - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
3039259636

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Jeff Nelligan - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
3039259621

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Calvin Mason - Morgan Stanley

115 E Riverwalk
3rd Floor

Pueblo, CO 81003
7192881316

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Glenn Scott - Morgan Stanley

3033 East 1st Avenue
Suite 820

Denver, CO 80206
3033165132

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Rory Lindquist - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
7205626205

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The Warren Group Denver - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035724077

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Rob McAllister Jr. - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
7205626218

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Jeffrey L Jensen - Morgan Stanley

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
7195776321

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Kip Hertzenberg - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035952060

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Jessica Urbanski - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
3039259709

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Julie Rose Stone - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035724878

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Jorge Rodriguez - Morgan Stanley

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
7195776318

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Sean K O'Kelly - Morgan Stanley

3033 East 1st Avenue
Suite 820

Denver, CO 80206
3033165140

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Shawn D Moore - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
7205626257

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Foothills Insurance Service

7100 Broadway
Suite #5000

Denver, CO 80221
3034691293

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Gordon M Budreau - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035724025

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Gary B Smy - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035724055

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Rick Berry - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035952167

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Robert McAllister - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
7205626220

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Todd Hauer - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
7204882406

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Mark N Warren - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035724077

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The Rocky Mountain Group - Morgan Stanley

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
7195776304

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Richard H Parker - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035724840

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The Emerald Peak Group - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
3035451802

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John D Warren - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035724819

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Tim Hirst - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
7204882496

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Sara Hemmings - Morgan Stanley

6125 Sky Pond Drive

Loveland, CO 80538
9707765506

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Gregory P. Watson - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
7205626216

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Kent A Welley - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
7205626201

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John Cox - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035724000

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G Bruce Hemmings - Morgan Stanley

6125 Sky Pond Drive

Loveland, CO 80538
9707765514

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NOVA Financial Services

5731 Silverstone Terrace
Suite 280

Colorado Springs, CO 80919
7196320445

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Tierney Ziebelman - Ameriprise Financial Services, LLC

3001 Brighton Blvd
Ste 769

Denver, CO 80216
7205416265

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VanEd

5345 Arapahoe Ave
Suite #7

Boulder, CO 80303
8004558348

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JL Davis Financial - Ameriprise Financial Services, LLC

7979 E Tufts Ave
Ste 715

Denver, CO 80237
3036913827

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Brightside Wealth Advisors - Ameriprise Financial Services, LLC

1881 9th St
Ste 302

Boulder, CO 80302
7205656117

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Greg Parr - Ameriprise Financial Services, LLC

4440 Arapahoe Ave
Ste 120

Boulder, CO 80303
3034420123

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Paul Daniel Franco - Ameriprise Financial Services, LLC

1910 Vindicator Dr
Ste 104

Colorado Springs, CO 80919
7195285882

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Ethos Financial Partners - Ameriprise Financial Services, LLC

9351 Grant St
Ste 300

Thornton, CO 80229
3032529777

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Nicholas Anderson - Ameriprise Financial Services, LLC

5690 Dtc Blvd
Ste 500W

Greenwood Village, CO 80111
3032216416

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Rohlfing & Associates - Ameriprise Financial Services, LLC

1710 Jet Stream Dr
Ste 205

Colorado Springs, CO 80921
7195997431

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Chrysalis Wealth Management - Ameriprise Financial Services, LLC

16 Inverness Pl E
Bldg B

Englewood, CO 80112
7195990833

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Dita Merritt - Ameriprise Financial Services, LLC

16 Inverness Pl E
Bldg B

Englewood, CO 80112
7202661010

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Kathleen Drake - Ameriprise Financial Services, LLC

260 N Josephine St
Ste 200

Denver, CO 80206
3032222605

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Wes Zepelin - Ameriprise Financial Services, LLC

8181 E Tufts Ave
Ste 520

Denver, CO 80237
3034071250

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Investment Center Advisor Group

290 East 25th Street
Suite 100

Loveland, CO 80538
9706222366

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Kent Zeidman - Ameriprise Financial Services, LLC

8700 Turnpike Dr
Ste 480

Westminster, CO 80031
3034301010

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Kevin Kuntz - Ameriprise Financial Services, LLC

7979 E Tufts Ave
Ste 715

Denver, CO 80237
3032222604

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David Moritz - Ameriprise Financial Services, LLC

19751 E Mainstreet
Ste R12

Parker, CO 80138
7208364534

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Ryan Ahlstrom - Ameriprise Financial Services, LLC

743 Horizon Ct
Ste 302

Grand Junction, CO 81506
9705492022

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Mark Barrand - Ameriprise Financial Services, LLC

7979 E Tufts Ave
Ste 715

Denver, CO 80237
3032222612

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The Crestone Company

524 S Cascade Avenue
Suite 5

Colorado Springs, CO 80903
7194730802

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J P Morand & Company

6500 S Quebec Street
Suite 300

Englewood, CO 80111
3038601234

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Wealth Evolution Group

14143 Denver West Pkwy
100

Golden, CO 80401
3035868890

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Wealth Evolution Group

620 E Main St

Frisco, CO 80443
3035868890

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uBreakiFix

6912 N Academy Blvd

Colorado Springs, CO 80918
7195287054

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RCS Wealth Management

3989 East Arapahoe Road
Suite 210

Centennial, CO 80122
3037775500

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Rocky Mountain Wealth Partners

2153 Chuckwagon Road
Suite 202

Colorado Springs, CO 80919
7194006521

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The Market Street Group - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035952103

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Western International Securities- Peter B. Steege

1700 Lincoln Street
Ste. 2230

Denver, CO 80203
7209326723

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Mark Chapline - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035724089

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Konrad Pi - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035952058

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Kathy Spencer - Morgan Stanley

6125 Sky Pond Drive

Loveland, CO 80538
9707765508

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John Baldassari - Morgan Stanley

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
7194753649

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Ryan Financial

7800 East Union Avenue
Suite 450

Denver, CO 80237
3032433388

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Edward Jones - Financial Advisor: Jon Mills

190 Talisman Dr
Unit B-3

Pagosa Springs, CO 81147
9707315100

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Ryan Jett | First Savings Bank

1250 Cherokee St.

Denver, CO 80204
5023033671

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Mark Nelson - Ameriprise Financial Services, LLC

1710 Jet Stream Dr
Ste 205

Colorado Springs, CO 80921
7195990833

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Ali Yousaf - Ameriprise Financial Services, LLC

6400 S Fiddlers Green Cir
Ste 440

Greenwood Village, CO 80111
7207104446

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American DREAM - Oakwood Homes

5356 N Argonne St

Denver, CO 80249
3034868837

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Bob Sikorski - Ameriprise Financial Services, LLC

7979 E Tufts Ave
Ste 715

Denver, CO 80237
7193853921

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Daniel Lassen - Ameriprise Financial Services, LLC

1881 9th St
Ste 302

Boulder, CO 80302
3032452010

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uBreakiFix

1685 S Colorado Blvd
Unit Q1

Denver, CO 80222
7204764768

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Matthew Collett, SWBC Mortgage, NMLS #403733, LMB #100048629

2240 N Clay St.
Unit 102

Denver, CO 80211
3035181398

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Nathan Page, SWBC Mortgage, NMLS #1854512, LMB #100514343

2240 N Clay Street
Unit 102

Denver, CO 80211
3039164623

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Sara Tarbush - Ameriprise Financial Services, LLC

5607 Yukon St

Arvada, CO 80002
3032273600

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Rhonda Wagner - Ameriprise Financial Services, LLC

260 N Josephine St
Ste 200

Denver, CO 80206
3032222610

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Gregory Hakim - Ameriprise Financial Services, LLC

8700 Turnpike Dr
Ste 480

Westminster, CO 80031
3034301010

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Susan Elliott - Ameriprise Financial Services, LLC

8181 E Tufts Ave
Ste 520

Denver, CO 80237
3034071250

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David Billingslea - Ameriprise Financial Services, LLC

5690 Dtc Blvd
Ste 500W

Greenwood Village, CO 80111
3032216416

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Amy Berk - Ameriprise Financial Services, LLC

7979 E Tufts Ave
Ste 715

Denver, CO 80237
3036897416

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Mark Sikorski - Ameriprise Financial Services, LLC

7979 E Tufts Ave
Ste 715

Denver, CO 80237
7193853904

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Stanley Benson - Ameriprise Financial Services, LLC

1881 9th St
Ste 302

Boulder, CO 80302
7205659833

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Eliot Kairys - Ameriprise Financial Services, LLC

4440 Arapahoe Ave
Ste 120

Boulder, CO 80303
3034420123

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Edward Jones - Financial Advisor: Mekenzie Jones

636 Coffman Street
Suite 202

Longmont, CO 80501
3037740110

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Elevations Credit Union

1900 West South Boulder Road

Lafayette, CO 80026
3034434672

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Banning Lewis Ranch - Oakwood Homes - Park House

6845 Backcountry Loop

Colorado Springs, CO 80927
7193805085

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St Jude Dream Home 2020

4507 N Quatar Ct

Aurora, CO 80019
3034868500

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Thompson River Ranch - Oakwood Homes - Carriage House

3617 Valleywood Ct

Johnstown, CO 80534
9703478346

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Oakwood Homes Colorado Springs Support Center

1290 N Newport Rd

Colorado Springs, CO 80916
7193805040

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The Reserve - Green Valley Ranch

4914 Picadilly Rd

Aurora, CO 80249
3034868915

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The Enclave - Oakwood Homes

20968 E Beekman Pl

Denver, CO 80249
3034868742

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Green Valley Ranch - Oakwood Homes - Carriage House

4606 N Quatar Ct

Aurora, CO 80019
3034868504

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Aspen Creek Wealth Strategies

7222 Commerce Center Drive
Suite 245

Colorado Springs, CO 80919
7197222133

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Financially Intact

421 21st Avenue
Suite 213

Longmont, CO 80501
3037760867

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Terry Erbert - Ameriprise Financial Services, LLC

7979 E Tufts Ave
Ste 715

Denver, CO 80237
3036897425

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Brent Van Heel - Ameriprise Financial Services, LLC

16 Inverness Pl E
Bldg B

Englewood, CO 80112
7205471362

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Chris Rezek Jr. - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035952052

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Kenneth Klein - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
3035724020

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Samantha Ediger - Morgan Stanley

6125 Sky Pond Drive

Loveland, CO 80538
9707765505

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Pinnacle Wealth Management

2696 South Colorado Boulevard
Suite 430

Denver, CO 80222
3038060988

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Kory Miller Financial Management

2144 45th Ave

Greeley, CO 80634
9703304676

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Colorado Financial Solutions, Inc.

6834 S. University Blvd.
# 470

Centennial, CO 80122
3032208744

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Timothy B Rohlfing - Ameriprise Financial Services, LLC

1710 Jet Stream Dr
Ste 205

Colorado Springs, CO 80921
7195997431

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HomeWell Care Services

3001 N Taft Avenue
Suite 100

Loveland, CO 80538
9704614799

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Oliver Peoples

535 East Hyman Avenue
#104

Aspen, CO 81611
9704291543

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Brandy Merriam - Ameriprise Financial Services, LLC

7979 E Tufts Ave
Ste 715

Denver, CO 80237
7193853913

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Jay Carpenter - Ameriprise Financial Services, LLC

8181 E Tufts Ave
Ste 520

Denver, CO 80237
3034071250

* Additional advisor listing is provided in partnership with Yext

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Frequently Asked Questions

Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

  1. Are my current savings enough to get retired?
  2. With my current savings, what will my post-retirement lifestyle look like?
  3. Should I consider making investments right before my retirement?
  4. When is the right time to pay off my mortgage-pre or post-retirement?
  5. How can I mitigate my post-retirement financial risks?

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